Creating a process does not need to be difficult. Follow the simple steps outlined below to create the basic structure and add your first nodes. To learn about the many components available, use the links to navigate to the appropriate articles.
To start with, a user will need to have the add process permission to be able to create a process. If this permission is not available, the Add Process button will be disabled.
Quick Steps
Select Processes in the left navigation menu
Click the green Add button in the top right corner. A dropdown menu will appear with the different options to add a process:
Add Process - manually add a process
Add Process - AI - add a process using AI
Add Process - Import - import a process from another platform (Microsoft Excel, APQC Framework, AI Import)
Quick Steps to Manually Add A Process
From the above steps, select Add Process
Enter the process details
If you can't find yourself in the owner dropdown list you are not assigned to a role, please contact your administrator to set this up
If you are adding tags onto the process, you will need to press the tab or enter key on your keyboard for the tag to load and be saved to the process details
To capture the details click Add Process
A blank, draft process will appear
To add an activity click activity
To link another process click process link
To add a decision, click decision
Publish the process when it has been completed
Alternatively, leverage AI to create a process instantly. To learn more about creating a process with activities and tasks using AI, read here.
